Job Title: Partner - Private Client (Wills, Trusts & Estate Planning)
Location: Cardiff
Position Type: Full-time or Part-time (Permanent)
An exciting opportunity has arisen for an experienced Partner to join a highly regarded Private Client team, focusing primarily on wills, estate planning, and trust advice. The successful candidate will serve a high-net-worth and ultra-high-net-worth client base, providing expert guidance on complex financial and estate matters. This is a strategic, client-facing role, ideal for someone with a passion for delivering exceptional service and tailored solutions to affluent individuals and families.
The position can be based in either Bristol or London and will typically focus on clients based in London, the M4 corridor, and internationally. The firm operates a flexible hybrid working model, with a generous benefits package to support work-life balance.
What you will be doing as a Private Client Partner
1. Provide expert advice on inheritance tax, capital gains tax, and pre-exit planning.
2. Collaborate with clients' financial planners on asset management strategies and financial products.
3. Lead the creation of bespoke trusts, offering guidance to trustees and beneficiaries.
4. Build strong, long-term relationships with clients based on trust and exceptional service.
5. Advise on succession planning, including wil...